{"id":150680,"date":"2021-03-04T11:43:32","date_gmt":"2021-03-04T10:43:32","guid":{"rendered":"https:\/\/www.electrive.com\/?p=150680"},"modified":"2024-05-31T08:10:04","modified_gmt":"2024-05-31T06:10:04","slug":"ubs-desmonta-analiza-id-3","status":"publish","type":"post","link":"https:\/\/www.electrive.com\/es\/2021\/03\/04\/ubs-disassembles-analyzes-id-3\/","title":{"rendered":"UBS desmonta y analiza ID.3"},"content":{"rendered":"<p>Los analistas de UBS han desmontado un VW ID.3 y han llegado a la conclusi\u00f3n de que la plataforma MEB es \"plenamente competitiva\" con Tesla en t\u00e9rminos de coste. VW consigue \"densidad energ\u00e9tica, eficiencia y escalabilidad de primera clase\". Dicho esto, en lo que se refiere a la bater\u00eda y sus costes, Tesla sigue por delante.<!--more--><\/p>\n<p>Seg\u00fan los expertos de UBS, VW tiene una desventaja de costes de 1.300 d\u00f3lares estadounidenses por coche (actualmente 1.078 euros) en comparaci\u00f3n con Tesla en lo que se refiere a las bater\u00edas y es \"poco probable\" que se pueda cerrar esta brecha en vista de la integraci\u00f3n vertical y la fuerza innovadora de Tesla. Para el desmontaje del ID.3 y el an\u00e1lisis posterior, el gran banco suizo trabaj\u00f3 con los expertos en coches el\u00e9ctricos del Grupo P3.<\/p>\n<p>En t\u00e9rminos de costes de producci\u00f3n de los veh\u00edculos y de margen importante en las ventas, VW podr\u00eda alcanzar la paridad en 2025, seg\u00fan el an\u00e1lisis. En otras palabras, a partir de entonces, VW ganar\u00eda lo mismo con la venta de un ID.3 que con la de un Golf.<\/p>\n<p>La plataforma de software y el ecosistema de VW son de primera categor\u00eda en comparaci\u00f3n con la mayor\u00eda de los OEM cl\u00e1sicos, pero est\u00e1n \"a\u00f1os por detr\u00e1s de Tesla\". Las c\u00e9lulas de bater\u00eda LG utilizadas en el VW ID.3 cuestan alrededor de $100 por kilovatio-hora (83 euros\/kWh), lo que las sit\u00faa en el top 3 mundial, junto con CATL y Tesla.<\/p>\n<p>Aunque para el an\u00e1lisis se desmont\u00f3 un ID.3, UBS afirma que espera poder transferir los resultados a otros veh\u00edculos basados en el MEB. Dado que un <a href=\"https:\/\/www.electrive.com\/es\/2018\/11\/21\/las-baterias-de-los-coches-electricos-tesla-a-la-cabeza\/\">El Model 3 ya fue desmontado hace dos a\u00f1os<\/a>, UBS considera fiables sus cifras sobre la diferencia de precio de las bater\u00edas. Bas\u00e1ndose en esta experiencia, los expertos se atreven a pronosticar que la ventaja en los costes de las bater\u00edas con los paquetes de bater\u00edas estructurales del Modelo Y con las 4.680 celdas podr\u00eda devolver la ventaja de costes de Tesla hasta los 2.000 d\u00f3lares (1.659 euros) por veh\u00edculo.<\/p>","protected":false},"excerpt":{"rendered":"<p>Los analistas de UBS han desmontado un VW ID.3 y han llegado a la conclusi\u00f3n de que la plataforma MEB es \"plenamente competitiva\" con Tesla en t\u00e9rminos de coste. VW logra<\/p>","protected":false},"author":22,"featured_media":144336,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9930],"tags":[3701,8164,16971,21975,7712,3682,13946,3709],"class_list":["post-150680","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automobile","tag-bev","tag-i-d","tag-id-3","tag-lg-energy-solution","tag-meb","tag-p3","tag-suppliers","tag-ubs"],"acf":{"inhalt_teil2":"<p>Semiconductors worth 566 dollars or 470 euros are installed in the ID.3. This confirms UBS&#8217; view that the share of semiconductors in cars will double by 2030. The teardown showed that VW had made a big step in the centralisation of IT hardware, but in the software itself, there were still no big differences to other classic OEMs. Many manufacturers have greatly increased their software and digitalisation efforts, but it remains to be seen whether the strategies will be successful, UBS said.<\/p>\n<h3>VW: ID.3 and ID.4 now with OTA updates<\/h3>\n<p>Overall, analysts see tech groups and pure electric car makers potentially in a better position to lead in innovation &#8211; in terms of vehicles, but also organisation, culture, access to capital and attracting young talent. However, in order to achieve the economies of scale that are important in production and lots of data to validate new algorithms, fleet size is an important factor that plays into the hands of traditional carmakers, he said.<\/p>\n<p>Volkswagen itself, meanwhile, announced that all new ID.3 and ID.4 in Europe will be updated &#8220;over the air&#8221; with immediate effect. The software version ID.2.1, which makes this possible, is now on board all ID. models produced since calendar week 8. From the summer onwards, Volkswagen will provide owners of ID. cars with an update every three months. Customers who have already received an ID. vehicle will now also be provided with the new software successively. However, they will have to visit their dealer once for this.<\/p>\n<p><em>With reporting by Sebastian Schaal, Germany.<\/em><\/p>\n<p><em>Source: Press release via email<\/em> (UBS analysis), <a href=\"https:\/\/www.volkswagen-newsroom.com\/en\/press-releases\/volkswagen-strives-for-digital-leadership-the-id-family-will-be-launched-with-regular-over-the-air-updates-in-2021-6876\" target=\"_blank\" rel=\"noopener\">volkswagen-newsroom.com<\/a><\/p>\n"},"_links":{"self":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/150680","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/comments?post=150680"}],"version-history":[{"count":1,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/150680\/revisions"}],"predecessor-version":[{"id":239731,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/150680\/revisions\/239731"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/media\/144336"}],"wp:attachment":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/media?parent=150680"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/categories?post=150680"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/tags?post=150680"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}